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NELSON LAM

@Lam Group, Inc.

Latest period2024 - Q4ReportedManaged Assets$140.229MTotal holdings134
Assets growth rate-0.74%Assets growth rate (2-Q avg)9.17%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lam Group, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 134 positions.

Assets under management

The assets under management (AUM) of Lam Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 140.229M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 9.17%. The portfolio is managed by NELSON LAM, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IJRIshares S&p 600 Small Cap
Recent Activity
0.33%
$460,880
4,000 shares@ $115.22 avg price
AVEEAvantis Emerging Markets
Recent Activity
Decreased -17.96%
0.31%
$423,498
7,945 shares@ $53.31 avg price
DFEMDfa Emerging Markets Etf
Recent Activity
New Position
0.29%
$392,850
15,000 shares@ $26.19 avg price
MSFTMicrosoft Corp
Recent Activity
0.28%
$384,830
913 shares@ $421.51 avg price
VEAVanguard Msci Eafe Etf
Recent Activity
0.27%
$375,978
7,862 shares@ $47.83 avg price
DFSDDfa Short Duration Bond E
Recent Activity
Increased 0.58%
0.27%
$369,180
7,875 shares@ $46.88 avg price
ARKWArk Next Generation
Recent Activity
Increased 835.39%
0.24%
$328,259
3,040 shares@ $107.98 avg price
3825⤦Google Inc Class A
Recent Activity
0.22%
$302,880
1,600 shares@ $189.3 avg price
AVDSAvantis Internationall Sm
Recent Activity
Decreased -64.46%
0.22%
$300,604
5,800 shares@ $51.83 avg price
VTIPVanguard St Inflation-pro
Recent Activity
Decreased -18.9%
0.2%
$267,139
5,517 shares@ $48.43 avg price